Martin James - Ownership and Business Overview

Financial ServicesCompany

Martin James Ownership

Who owns Martin James?

Martin James is owned by Modern Wealth Management. It was acquired on October 19, 2023.

Martin James Business Overview

Where is Martin James headquartered?

Martin James is headquartered in Mooresville, Indiana.

What sector is Martin James in?

Martin James is a financial services company.

When was Martin James founded?

Martin James was founded in 1986.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 137 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 118 by strategics.

Martin James

Martin James Investment & Tax Management LLC

130 Meadow Lakes Drive,
Mooresville, Indiana 46158
United States,
(317) 834-2276
www.mjamescpa.com

Martin James is an integrated tax, wealth management, and planning firm serving over 400 families, individuals, and business owners. Martin James was founded in 1986 and is based in Mooresville, Indiana.


Company Summary

SECTOR

Financial Services

Established

1986

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